Memory Could Be the Last Great Investment of this AI Cycle

There has been a surge in memory stocks and memory ETFs, with AI inference demand reshaping the market and perhaps reshaping the entire memory industry.

Micron, SK Hynix, and Samsung are interesting plays with their supply constraints, rising memory needs, and signs that shortages are starting to affect consumer devices.

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TIMESTAMPS

0:00 Memory Companies
5:03 Inference Demand
6:52 Supply Constraints
10:58 Key Players
14:55 Market Conditions
20:04 Forecasting
23:31 Closing

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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